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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,922 | $77,638-78.2% | $156,551-89.2% | $62,881-73.1% |
| Participation rate | 71.9% | 71.2%+0.7pp | 84.0%-12.1pp | 69.3%+2.6pp |
| Annual return | 6.95% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,552 | $3,444-54.9% | $5,501-71.8% | $2,281-32.0% |
| Participant deferral / active EE | $772 | $3,046-74.7% | $4,871-84.2% | $3,203-75.9% |
| Admin fee / account holder | $549 | $5,561-90.1% | $13,028-95.8% | $4,296-87.2% |